+130.0%
CVX vs VZ
+21.7%
+108.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.7% |
| 7D | +3.4% | +1.5% | +2.0% | +3.1% |
| 30D | -1.0% | +4.4% | -5.3% | -2.0% |
| 3M | +12.2% | -2.4% | +14.6% | +12.6% |
| 6M | +20.3% | +1.4% | +18.9% | +19.4% |
| YTD | +48.3% | +21.4% | +26.9% | +41.1% |
| 1Y | +46.9% | +20.3% | +26.6% | +40.0% |
| 3Y | +73.1% | +57.4% | +15.7% | +53.9% |
| All | +130.0% | +21.7% | +108.3% | +117.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling